Todd J. Lindley
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Todd James Lindley, CFP® was a registered financial professional .
Todd is a previously registered financial professional and started their career in finance in 1985. Todd had worked at 5 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 1989
Experience
February 8, 2022 - May 16, 2025
PILLAR FINANCIAL GROUP
May 31, 2016 - May 5, 2025
COMMONWEALTH FINANCIAL NETWORK
May 31, 2016 - May 5, 2025
COMMONWEALTH FINANCIAL NETWORK
August 1, 1995 - June 6, 2016
OSAIC FA, INC.
November 4, 1985 - January 3, 1989
LINCOLN NATIONAL PENSION INSURANCE COMPANY
November 4, 1985 - May 23, 2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
November 4, 1985 - June 6, 2016
OSAIC FA, INC.
State Registrations and Notice Filings
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Exams
Current Firm
PILLAR FINANCIAL GROUP
CRD#: 316836 / SEC#:
Contact information
Red Flags
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